Franklin Resources (BEN)
Franklin Resources is a global investment manager that helps individuals and institutions grow their wealth through a wide range of funds and financial products.
Is Franklin Resources a good stock for a UK beginner?
The honest version: Franklin Resources is a global investment manager that helps individuals and institutions grow their wealth through a wide range of funds and financial products.
Over about 2 years to 2026-07-31. This is the share price only - reinvesting the dividends would add to it. And it's the USD return - as a UK investor your actual £ return also moves with the exchange rate. Past performance is not a guide to the future, and it could just as easily have fallen.
Based on beta - how much the price swings versus the whole market. Bumpier isn't bad; it just means a rougher ride, which matters more the sooner you might need the money.
Prices move on results, news and the mood of the whole market - no single headline explains a day, and a quiet week is usually just noise, not a signal.
Strong long-term market growth and successful expansion into new regions.
Structural shift away from traditional active management.
What does Franklin Resources do?
Franklin Resources, often known as Franklin Templeton, makes its money by charging fees to manage money for clients across the globe. They offer everything from traditional stock and bond funds to newer, alternative investments. How well it draws in new money from investors is central, because its income depends heavily on the total amount of assets it manages.
On our factor screen it looks strongest on momentum and value, and weakest on quality.
- ✓Pays a dividend - about 4.0% a year
- ✓Growing - revenue up about 9% over the year
- ✓Low debt - a sturdier balance sheet
- Value screens high (76/100)
- Momentum screens high (84/100)
- Established brand with a long history in global finance
- Attractive dividend yield for income-focused portfolios
- Strong recent growth in earnings
- Clients moving money to cheaper, automated index funds
- Regulatory changes impacting fee structures
- Market downturns reducing the total value of managed assets
What do Franklin Resources's numbers mean?
How much money does Franklin Resources make?
Revenue and profit by quarter, and how much of each sale turns into profit.
Does Franklin Resources pay a dividend?
Yes - Franklin Resources currently pays a dividend of about 4.0% a year (the yearly payout as a share of the price). A dividend is a slice of profit handed to shareholders; the yield moves as the price moves, and a company can cut or stop it.
When does Franklin Resources report earnings, and how did recent quarters go?
Franklin Resources is next scheduled to report on about 2026-11-06 - dates can move, and we don't predict results; this just tells you when to look.
Each quarter a company reports its results against what analysts expected. ‘Beating’ or ‘missing’ is about that expectation, not whether the business is doing well in absolute terms.
| Reported | Expected EPS: The earnings per share analysts expected for the quarter - the average of their forecasts. 'Beating' or 'missing' is measured against this number. | Actual EPS | vs expected |
|---|---|---|---|
| 2026-07-31 | $0.66 | $0.72 | Beat +8% |
| 2026-04-28 | $0.55 | $0.71 | Beat +29% |
| 2026-01-30 | $0.55 | $0.70 | Beat +28% |
| 2025-11-07 | $0.59 | $0.67 | Beat +14% |
| 2025-08-01 | $0.50 | $0.49 | Missed -2% |
| 2025-05-02 | $0.47 | $0.47 | In line |
Across the last 6 quarters here, Franklin Resources came in ahead of what analysts expected 4 times. One quarter is noise, not a trend.
See who else reports over the next two weeks →
Reported vs expected earnings per share (EPS) from published results; the expectation is the analyst consensus, not our view. Report dates are estimates that can move.
More in Financial Services
What are the scenarios for Franklin Resources?
An illustrative range for the year ahead, with the assumption behind each case — not a prediction or a price target.
What are the pros and cons of Franklin Resources?
How many points the write-up makes each way — a balance check, not a score or verdict.
- Established brand with a long history in global finance
- Attractive dividend yield for income-focused portfolios
- Strong recent growth in earnings
- High sensitivity to stock market ups and downs
- Lower net profit margins compared to some peers
- Relatively high share price volatility
- Clients moving money to cheaper, automated index funds
- Regulatory changes impacting fee structures
- Market downturns reducing the total value of managed assets
The write-up's own warning lights — if these start happening, the case above changes.
- A sustained period of net outflows where clients withdraw more than they invest
- A significant, permanent reduction in industry-wide management fee percentages
Built from public filings & market prices, checked for an education-only tone, and never a price target. How we make these →
This plain-English summary was auto-generated on 2026-08-01 from public data and checked for an education-only, no-advice tone (the figures above carry their own, usually fresher, 'as of' date). It's information, never a recommendation.